(061) 953 033

(01) 295 5766

Ensuring peace of mind for

At Pax, we don’t just sell products

We offer a financial planning service that is built around you. We take the time to get to know you and to understand your concerns and goals.
Life goals can be anything from saving for a new home, planning a comfortable retirement or insuring your biggest asset, your income.
We’ll create a clear financial plan that is designed to make sure that you achieve your goals.

We have developed a 5-step process that will ensure we maximise the benefits of your financial plan and that you understand what needs to be in place to provide that peace of mind.

Fact find:
An initial meeting gives us a chance to get to know each other and allows us to learn about you, your concerns and your goals.
You help us understand what you want to achieve financially, how much your current lifestyle costs, what financial commitments you have and what future aspirations you have.
Analysis:
Once we fully understand your financial situation, we review your requirements and aspirations and start to create your personal financial plan.
We then discuss your case with our research team to ensure that we maximise the benefits of your plan.
Presentation:
We present you with a personal financial plan and make sure that you understand each component. Together we can make any desired changes to your financial plan.
Implementation:
Once you are happy with your personal plan, the necessary paperwork can be signed.
We take care of everything and will give you progress updates so you know exactly what stage we are at.
Review:
We will get in touch with you on a yearly basis to ensure that we keep up to date with any changes in your lifestyle or financial circumstances. We will then amend your plan accordingly.
Pax Financial Planning 5 Step Process

We offer a financial planning service that is built around you.

Our team of highly qualified consultants will provide you with honest and unbiased financial advice that you can trust.

Contact us today

Meet our Team

Ian Britton, QFA, RPA,
Managing Director

Ian started in the finance sector as a Consultant with Cornmarket in 2009. When he left Cornmarket in 2012, Ian was a Senior Financial Consultant and went on to hold senior managerial positions in some of Ireland’s leading financial planning firms.

Whilst in these roles, Ian dealt with a variety of SME companies and offered holistic financial planning services to their staff, shareholders and boards of directors. He also dealt with many group schemes, such as pension, life, and income protection schemes, for SME companies.

Ian joined Pax Financial Planning in October 2016 where he assumed the role of Managing Director. He brings with him a vast array of knowledge and experience from his work with both the public sector and with business owners. Ian’s addition to the team is a significant step in the growth and development of the business.

Paul Merriman, QFA, Grad Dip, CFP®,
Executive Director

With over 15 years’ experience in the financial sector, including previous positions in RSA and Irish Life, Paul Merriman heads up the team at Pax Financial Planning. Paul is considered one of Ireland’s leading financial advisors and is an internationally recognised CFP® (Certified Financial Planner), as certified by the Financial Planning Standards Board (FPSB).

Having been a director of another successful Dublin brokerage, Paul acquired Pax Financial Planning in 2011. He is proud of growing the company from a two-man operation in 2011 to a staff of 19 across three regional offices to date.

Paul’s specialities include overall wealth management and holistic financial mapping, strategic investment planning and asset management and restructure.

With regular slots on TV3, Q102 and Today FM, Paul’s knowledge and experience is reaching a growing audience all the time.

Conor Byrne, QFA, APA,
Executive Director

Conor has worked in the financial services sector since 2006, starting off in Irish Life, and then moving to the intermediary sector in 2011. He has been involved with Pax Financial Planning from the day that Paul acquired the business in 2011.

Conor was appointed Executive Director of Pax Financial Planning in 2016 to oversee the growth of the firm nationally. He has a direct involvement in all aspects of the business; supervising the financial planning strategy being implemented to our clients and managing our regional offices.

Conor was awarded a Certificate in Compliance from the Association of Compliance Offices in 2016. He liaises directly with the Central Bank of Ireland, the various firms that Pax Financial Planning holds agencies with, and our clients, to ensure that key relationships are maintained and that client goals are achieved.

  • DK, Company Director, Foxrock, Dublin

    “I have been receiving advice from Pax since 2010 and have always found Paul very well-informed and up-to-date on all aspects of pensions and investments and his experience has assisted me in all facets of my personal finances, for which I am very grateful. He is an honourable and principled individual and I respect his integrity and have no hesitation in recommending him.”

  • Dave Downes

    “I found Ian at Pax excellent and very professional to deal with , he is very knowledgeable and took the time to explain and to help me understand my financial needs and devise the most suitable policies for me, they provided with me with excellent financial advice.”

  • JK, Accountant, Dun Laoghaire, Dublin

    “I have dealt with Paul Merriman for over 10 years now and found him extremely professional in all his dealings with me and my many clients. I have no hesitation in recommending him to anyone.”

  • Darragh Moore

    “Pax deliver a truly professional financial planning service, specifically tailored to their clients’ own interests. They have a wealth of knowledge at their disposal and I would happily recommend Ian at Pax to anyone seeking a sound personalised service.”

  • Jack Simons

    “Ian offers a highly professional and excellent service. The team has always been helpful in providing a quick turnaround across many different requests and I am left confident that my financial affairs are in great hands.”

  • Ken, Dublin 2

    "Paul, Conor and all the team at Pax deliver a truly professional financial planning service, specifically tailored to their clients’ own interests. They have a wealth of knowledge at their disposal and I would happily recommend Pax to anyone seeking a sound personalised service."

  • Andrew Butler

    “The ability to meet with a financial adviser face to face offered me great peace of mind and the knowledge that I wasn’t just another number in a database. From initial contact whilst setting up my PRSA to advising on mortgage and life assurance needs I found Ian very responsive and proactive at every stage.”

  • Colm, Dublin 18

    "The ability to meet with a financial adviser face to face offered me great peace of mind. From initial contact whilst setting up my pension to advising on mortgage and life assurance needs, I found the team very responsive and proactive at every stage. Pax have always looked after everything and had my policies set up in a matter of days. I would gladly recommend Conor Byrne or any of the Pax team to my colleagues, friends or family."

  • JS, Doctor, Dublin

    “Paul helped myself and my wife organise life assurance and set up a fund for our children’s college tuition. I found him extremely thorough, helpful and he made the process really quite easy. I would have no hesitation in continuing to recommend Paul and to avail of his financial advice going forward.”

  • Seamus & Siobhán Dublin

    “Paul Merriman is someone who delivers expert advice when it comes to money management – he certainly turned our life around. He’s someone we would trust and highly recommend.”

  • LR, HR Manager, Dublin

    “In my dealings with Paul I have always found him to be very approachable, personal and down to earth. For our employees and, on a personal level, he gives excellent, uncomplicated advice and offers peace of mind on investing with his impeccable industry knowledge. I’ve worked with Paul over several years now and have always found his service and professionalism second to none.”

  • Philip, Co. Dublin

    "I have always found Pax Asset Management excellent and very professional to deal with. They are very knowledgeable and took the time to explain and to help me understand my financial needs and devise the most suitable policies for me. They provided with me with excellent financial advice and services and still do to this day, would highly recommended."

  • Colm and Avril, Co. Wicklow

    "Pax offers a highly professional and excellent service. The team has always been helpful in providing a quick turnaround across many different requests and I am left confident that my financial affairs are in great hands."

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